Masters: Parties & Items: a screen-by-screen guide

Every page of the Masters: Parties & Items module in DesiERP, what it is for, how to use it, and what to enter in each field.

Masters hold the records every transaction uses again and again: your customers and suppliers, the groups they belong to, and your items with their categories, brands, HSN codes, units and special price lists. Set these up once and the sales, purchase and stock screens pick them up from here.

2 sections10 screens140 fields explained

Parties

Customers you sell to and suppliers you buy from, with their contact details, GSTIN, address, credit limit, payment terms and tax settings. Every customer and supplier belongs to one group.

Customer List

Menu path: /customers/list

The list of everyone you sell to, with contact details, GSTIN, credit limit and what each customer still owes you. From here you add a new customer or open one to edit.

How to use it

Open Masters > Customer List.
Use the search box, Advanced Filters or the tiles (Total outstanding, With dues, Over credit limit) to find customers.
Click New Customer to add one; fill at least the name, mobile number, address, PIN code, city, state and group, then click Save Customer.
Click a customer's name to open and edit their details.
Click the mobile number to open a WhatsApp chat, or the email to write a mail.
Tick rows and use Delete selected to take customers out of use, or Download to export the list.

Fields on this screen (27)

Field	Type	What to enter
Basic Info
Customer Code	text	Your code for the customer, up to 30 letters, numbers and - / _ . (typed in capitals). Leave blank and the next number (for example CUST-00012) is given. It must be unique in your company, so two customers with the same name can be told apart.
Customer NameRequired	text	Full name of the customer or business, at least 3 characters.
Mobile NumberRequired	text	10-digit mobile number. Checked on save, and a new customer cannot use a number another customer already has.
Email	text	Email address, checked for a valid format.
Status	dropdown	Active or Inactive. Inactive customers are shown greyed out in the list.
Customer GroupRequired	dropdown	The group from Masters > Customer Groups. The default group is selected for a new customer. The group's name is also used as the customer's category by price lists and approval rules, and the group can carry its own receivable account.
Address & GST
GSTIN	text	15-character GST number, typed in capitals. Leave blank for an unregistered customer; the list then shows Unregistered. A wrong format is refused on save.
Address Line 1Required	text	House, flat or building. Required on save.
Address Line 2	text	Area or landmark. Filled for you when you pick an Area / Locality.
Street	text	Street name.
PincodeRequired	text	6-digit PIN code. When a valid PIN is entered, the app looks it up with India Post, fills City, District and State, lists the post offices in Area / Locality, and shows what the PIN resolved to (or why it did not).
Area / Locality	dropdown	Enabled after a PIN code is entered. Picking a post office fills Address Line 2.
CityRequired	text	Filled from the PIN code; can be corrected.
District	text	Filled from the PIN code; can be corrected.
StateRequired	text	Filled from the PIN code; can be corrected.
Country	text	Fixed to India; cannot be changed.
Accounts Settings
Credit Limit	number	The most you allow this customer to owe, in rupees. Cannot be negative; blank means 0 (no limit set). The list flags customers whose outstanding is above it.
Payment Terms	dropdown	A term from the payment terms master, or Company default. Sets the due date on this customer's invoices and orders.
Price List	dropdown	A list from Masters > Price Lists. Invoices, quotations and orders for this customer take line prices from it; items the list does not name keep the catalogue price. Leave as catalogue prices to use normal prices (or the list of the customer's category).
Salesperson	dropdown	One of your users. This customer's quotations, orders and invoices are credited to them unless the document names someone else.
Billing Currency	dropdown	INR by default. Choosing another currency bills the customer in it and switches that currency on for your company.
Initial Trust Level (Payment Score)	dropdown	Your starting rating of how reliably the customer pays, from 1 Star (Risky Customer) to 5 Stars (Highly Reliable). Shown as stars in the list until a score worked out from payment behaviour replaces it.
PAN	text	10-character PAN in the form AAAAA9999A. A wrong format is refused on save.
TCS Section	dropdown	The income tax section under which you collect TCS from this customer, or None. Choosing a section fills its usual rate in TCS Rate %.
TCS Rate %	number	TCS percentage, 0 to 100. Can be typed over (for example for a lower-rate certificate). With a section and rate, every invoice to this customer carries TCS on its value; it can be changed on a single invoice. Without a PAN the law doubles the rate (5% at the least).
Additional details	text	Extra fields your company has added for customers, if any. Their names, types and whether they are required come from your custom field setup.
Notes	textarea	Internal notes such as delivery instructions or payment behaviour. The first words show under the customer's name in the list.

Columns in the list

Customer (name, code, notes)GroupScore (1 to 5 stars)MobileEmailGSTINCityStateCredit LimitOutstandingStatus

Filters and search

Search: name, code, mobile, email, GSTIN, cityAdvanced Filters: Customer, Customer group, Mobile, Email, GSTIN (or Unregistered), Status, City, State, Credit limit (between), Outstanding (between)Tiles: Total outstanding and With dues show only customers with dues; Over credit limit shows only customers owing more than their limitColumn sorting by clicking a heading; Result per page

Buttons and actions

New CustomerOpens the Add Customer form (needs Write permission).

Save CustomerChecks and saves the form. A new customer gets the next customer code when none is typed.

AccountingOn a saved customer: opens a box to set this customer's own receivable and advance accounts, or leave them on Inherit to use the group's or the company's defaults.

CancelGoes back to the list without saving.

Delete selectedFor ticked rows (needs Delete permission): marks the customers Inactive after a confirmation. Their invoices and receipts stay.

DownloadExports the rows shown to Excel (.xls), CSV or PDF.

OutstandingOpens Customer Outstanding.

Receive PaymentOpens the screen to record a payment received from a customer.

Good to know

Outstanding in the list is the total of unpaid invoice balances for that customer.

Mobile number, Address Line 1, PIN code, City and State are checked on save even though only some carry a star on screen.

A customer's group name doubles as their category for price lists and approval rules, so renaming a group updates all its customers.

Supplier List

Menu path: /suppliers/list

The list of everyone you buy from, with contact details, GSTIN, credit limit and what you still owe each supplier. From here you add or edit suppliers.

How to use it

Open Masters > Supplier List.
Find suppliers with the search box, the quick filters (With dues, Over limit, Fully settled, Inactive, category, state) or Advanced Filters.
Click New Supplier, fill at least the name, mobile number and vendor group, and click Save Supplier.
Click a supplier's name to open and edit them.
Fill PAN and TDS details if you deduct TDS on their bills.
Tick rows and use Delete selected to remove suppliers, or Download to export the list.

Fields on this screen (22)

Field	Type	What to enter
Basic Info
Supplier Code	text	Your code for the supplier, up to 30 letters, numbers and - / _ . (typed in capitals). Leave blank for the next number (for example SUP-00012). Must be unique in your company.
Supplier NameRequired	text	Name of the supplier or business.
Mobile NumberRequired	text	10-digit mobile number starting with 6, 7, 8 or 9.
Contact Person	text	Person you deal with at the supplier. Shown under the name in the list.
Email	text	Email address, checked for a valid format.
Status	dropdown	Active or Inactive.
Vendor GroupRequired	dropdown	The group from Masters > Vendor Groups; the default group is pre-selected. The group's name is used as the supplier's category, and the group can carry its own payable account.
Address & GST
GSTIN	text	15-character GST number. Checked as you type: a helper line shows the state and type of holder, or the exact problem, and warns when the GSTIN's state differs from the State field. Two suppliers cannot share a GSTIN.
Address	text	Full registered address.
City	text	City of the supplier.
State	text	State of the supplier.
Accounts Settings
Credit Limit	number	Credit the supplier allows you, in rupees. The list flags suppliers whose outstanding is above it.
Opening Balance	number	Amount you owed this supplier when you started using the app.
Payment Terms	dropdown	A term from the payment terms master, or Company default. Offered on this supplier's purchase orders and bills, and sets their due date.
Billing Currency	dropdown	INR by default. Bills from this supplier open in the chosen currency, at the rate entered under Masters > Currencies & Rates (or typed on the bill). Choosing a currency switches it on for your company.
Reliability Score (Trust Level)	dropdown	Your rating of the supplier, from 1 Star (High Risk) to 5 Stars (Highly Reliable).
PAN	text	10-character PAN in the form AAAAA9999A.
TDS Section	dropdown	The income tax section under which you deduct TDS from this supplier, or None. Choosing a section fills its usual rate.
TDS Rate %	number	TDS percentage, 0 to 100; can be typed over. With a section and rate, every bill and expense voucher from this supplier has TDS deducted on its taxable value (before GST); it can be changed on a single bill. Without a PAN the law asks for 20%.
TDS applies from (taxable value of a bill)	number	The taxable bill value from which TDS starts to apply. 0 means from the first rupee.
Additional details	text	Extra fields your company has added for suppliers, if any.
Notes	textarea	Internal notes such as return policy, cash discount terms or delivery performance.

Columns in the list

CodeSupplier (name, score, contact person, payment terms)GroupPhoneEmailGSTINCityStateCredit LimitOutstandingStatus

Filters and search

Search: name, code, contact, phone, email, GSTIN, cityQuick filters: All suppliers, With dues, Over limit, Fully settled, Inactive, category, stateAdvanced Filters: Supplier, Supplier code, Vendor group, Status, Phone, Email, GSTIN, City, State, Credit limit (between), Outstanding (between)Tiles: Total payable and With dues show suppliers you owe; Over credit limit shows suppliers above their limit

Buttons and actions

New SupplierOpens the Add Supplier form (needs Write permission).

Save SupplierChecks and saves. After saving a new supplier the form is cleared for the next one; an edited supplier stays on screen.

AccountingOn a saved supplier: set this supplier's own payable (goods and services) and advance accounts, or leave them on Inherit.

CancelBack to the list without saving.

Delete selectedFor ticked rows (needs Delete permission): removes the suppliers from lists and lookups after a confirmation. Their bills and payments stay.

DownloadExports the rows shown to Excel (.xls), CSV or PDF.

OutstandingOpens Supplier Outstanding.

PaymentsOpens the Pay Supplier list.

Good to know

Outstanding in the list is the total of unpaid purchase bill balances for that supplier.

The table footer shows the total payable across all suppliers.

Customer Groups

Menu path: /customers/groups

Groups that every customer belongs to, such as Retail, Wholesale or Export. A group can carry its own receivable, advance, discount and write-off accounts for all its customers, and its name is what price lists and approval rules read as the customer category.

How to use it

Open Masters > Customer Groups.
Click New Group, enter a code and a name, and click Save Group.
Tick Default if new customers should go into this group.
Use the row menu (⋮) to edit a group, set its accounts, make it the default, switch it off or delete it.

Fields on this screen (5)

Field	Type	What to enter
Group
CodeRequired	text	Up to 20 letters, digits, dash or underscore, typed in capitals, for example EXPORT. Unique in your company.
NameRequired	text	Up to 60 characters, unique in your company. Renaming a group also updates the category of all its customers.
Description	text	Optional note, up to 255 characters.
Default: new customers go here	toggle	Makes this the group picked for new customers. Only one group is the default; the default group must stay in use.
In use	toggle	Switch off to stop offering the group on the customer form.

Columns in the list

Group (name, code, Default badge)DescriptionCustomersAccounting (Default or number of own accounts)Status (In use / Off)Actions

Filters and search

Search: code or nameColumn sorting

Buttons and actions

New GroupOpens the group form (needs Write permission).

Edit groupOpens the form with the group's details.

AccountingSets the group's own customer receivable, customer advance, early-payment discount allowed and bad-debt write-off accounts, or leaves them on Inherit to use the company defaults.

Set as defaultMakes this the default group (and switches it on).

Switch off / Switch onTakes the group out of use or brings it back. Not offered for the default group.

DeleteDeletes a group that has no customers and is not the default.

Good to know

A group with customers cannot be deleted; move the customers to another group or switch the group off.

If no group is the default, the group you save becomes the default.

Vendor Groups

Menu path: /suppliers/groups

Groups that every supplier belongs to. A group can carry its own payable, advance and received-not-invoiced accounts for all its suppliers, and its name is used as the supplier category by approval rules.

How to use it

Open Masters > Vendor Groups.
Click New Group, enter a code and a name, and click Save Group.
Tick Default if new suppliers should go into this group.
Use the row menu (⋮) to edit, set accounts, make default, switch off or delete.

Fields on this screen (5)

Field	Type	What to enter
Group
CodeRequired	text	Up to 20 letters, digits, dash or underscore, typed in capitals. Unique in your company.
NameRequired	text	Up to 60 characters, unique. Renaming updates the category of all suppliers in the group.
Description	text	Optional note, up to 255 characters.
Default: new suppliers go here	toggle	Makes this the group picked for new suppliers. The default group must stay in use.
In use	toggle	Switch off to stop offering the group on the supplier form.

Columns in the list

Group (name, code, Default badge)DescriptionSuppliersAccountingStatus (In use / Off)Actions

Filters and search

Search: code or nameColumn sorting

Buttons and actions

New GroupOpens the group form (needs Write permission).

Edit groupOpens the form with the group's details.

AccountingSets the group's own vendor liability (goods), vendor liability (services), vendor advance, received-not-invoiced and early-payment discount received accounts, or leaves them on Inherit.

Set as defaultMakes this the default group.

Switch off / Switch onTakes the group out of use or brings it back. Not offered for the default group.

DeleteDeletes a group with no suppliers that is not the default.

Good to know

A group with suppliers cannot be deleted; move them or switch the group off.

Items

Your item master and the lists it draws on: categories, brands, HSN / SAC codes with GST rates, units of measure, and special price lists for customers. Sales, purchase and stock screens take item details from here.

Item List

Menu path: /products/list

The list of everything you buy and sell, with codes, prices, margin, GST rate, stock and reorder level. From here you add, view, edit and deactivate items.

How to use it

Open Masters > Item List.
Use the search box, Advanced Filters, or the Low stock and Out of stock tiles to find items.
Click New Product to add an item: give a title, category, purchase price, sales price and unit, then click Save Product.
Click an item's name to view it, or use the row menu (⋮) to Edit it or set its Accounting.
Tick items and click Print labels to print barcode labels, or Delete selected to deactivate them.
Use Download to export the list.

Fields on this screen (51)

Field	Type	What to enter
Product Details
TitleRequired	text	The item's name. As you type two or more letters, matching items from the India Product Master are suggested; picking one fills HSN / SAC, GST Rate, Retail (Sales) Price, Description, Category, Brand and UOM, which you can then change.
CategoryRequired	dropdown	From Masters > Categories. Older items whose category is not in the master show it marked 'not in the category master' so they can still be saved.
Brand	dropdown	From Masters > Brands (active brands only).
StatusRequired	dropdown	Active, Inactive or Draft. Only Inactive takes the item out of use; Draft is saved as Active so the item appears on sales and purchase screens.
Type	dropdown	Product, Service or Consumable.
Description	textarea	A clear description of the item. The first words show under the name in the list.
Tags	text	Comma-separated words to help find the item.
HSN / SAC	text	HSN code for goods or SAC for services, 4 to 8 digits. If the code is not yet in Masters > HSN / GST Setup, it is added there with this item's GST rate.
Media
Primary Image	file	Item photo, clicked or dropped in. The file must be between 100 KB and 250 KB (800×800 or 1200×900 recommended). A preview shows with an X to remove it. The image shows as a thumbnail in the list.
Image alt text	text	Short text describing the image, for accessibility.
Video URL (optional)	text	A YouTube or Vimeo link for the item.
Identifiers & Barcode
SKU	text	Your internal item code. Leave blank and the next number (PRD-...) is given; an existing SKU is kept on edit. Must be unique in your company.
Barcode	text	EAN, UPC or ISBN number printed on the item. As you type, a label preview appears below with the title and barcode.
Barcode Type	dropdown	Auto / Unknown, EAN-13, UPC, Code 128 or ISBN. Used to draw the barcode in the preview and label; Auto uses Code 128.
Pricing
Purchase PriceRequired	number	What one unit costs you, in rupees; must be above 0. Used for stock value, margin and the gross profit figures on the dashboards.
Retail (Sales) PriceRequired	number	Your normal selling price for one unit (the catalogue price); must be above 0. Price lists work from this price.
Offer Sales Price (optional)	number	A special lower price. When it is above zero and below the sales price, barcode labels print it as the price.
GST Rate (%)	number	GST percentage for the item, for example 18.
Tax Type	dropdown	Exclusive: GST is added on top of the price. Inclusive: the price already contains GST (for example an MRP item), so sales invoices do not add it again.
Inventory & Logistics
Default UOMRequired	dropdown	The unit the item is counted and sold in, from Masters > Units of Measure (active units only).
Reorder Level	number	Whole number. When stock falls to this level or below, the item shows as Low stock in the list and in the dashboards' low stock figures. Default 0.
Maximum Stock	number	Whole number. Stock above this shows under Inventory > Overstock and raises an alert. 0 means no limit. Cannot be negative or below the reorder level.
Opening Stock	number	Quantity in hand, as a whole number. For a new item with opening stock above 0, an opening stock value (quantity × purchase price) is recorded in the books.
Track Stock	dropdown	Yes to keep a stock count for the item; No for things you do not count.
Allow Negative Stock	dropdown	Yes lets the item's stock go below zero (used, for example, when production consumes it); No by default.
Value	number	Weight or volume of one unit, decimals allowed. Useful for items sold by weight (vegetables, meat, restaurant ingredients).
Unit	dropdown	Unit for the value above: g, kg, ml, L or pcs.
Length	number	Length of one unit or its package.
Width	number	Width of one unit or its package.
Height	number	Height of one unit or its package.
Unit (dimensions)	dropdown	cm, mm or in, for length, width and height.
Gross Weight	number	Weight of one unit with packing, decimals allowed.
Net Weight	number	Weight of one unit without packing, decimals allowed.
Supplier & Packaging
Preferred Supplier	dropdown	The supplier you usually buy this item from, from your supplier list. Shown in the item list.
Supplier Product Code	text	The supplier's own code or SKU for this item.
Packaging	text	How the item is packed, for example box, pouch or 2-pack.
POS / Retail Settings
Sell this item at the POS	checkbox	Ticked for new items. Untick to keep the item off the Quick POS screen; it stays in the item list, stock and reports.
Category	text	Read-only. Shows the category chosen above; it is set only in the Category field.
POS Sort Priority	number	A whole number saved with the item for ordering it on POS screens. Default 0.
Allow POS Price Override	dropdown	Yes or No, saved with the item as your POS preference for changing its price at the counter.
Print on Receipt	dropdown	Yes or No, saved with the item as your receipt preference.
Label Copies	number	How many barcode labels to print for this item by default on the label printing page. At least 1.
Sell by	dropdown	Unit, Weight or Volume: how the item is sold. Saved with the item.
Perishability & Traceability
Perishable	dropdown	Yes for items with an expiry date. Shows the Expiry Date field.
Has Batch	dropdown	Yes for items tracked by batch or lot. Shows the Current Batch Number field.
Has Serial	dropdown	Yes for items tracked by serial number.
Current Batch Number	text	Shown when Has Batch is Yes. The batch you currently hold, for example BATCH-101.
Expiry Date (Calendar)	date	Shown when Perishable is Yes. Expiry of the current stock.
Notes & Warranty
Additional details	text	Extra fields your company has added for items, if any.
Internal Notes	textarea	Notes for your staff only.
Warranty	text	Warranty terms, for example 1 year manufacturer warranty.

Columns in the list

Product (image or initials, name, description)CategoryBrandSKUHSNBarcodeUOMStockReorderCostSellMarginTax %SupplierStatusActions

Filters and search

Search: name, SKU, HSN, barcode, brand, category, supplierAdvanced Filters: Product, Category, Brand, Supplier, SKU, HSN, Barcode, Status, Stock (between), Selling price (between), Margin % (between)Tiles: Low stock (at or below reorder level) and Out of stock (zero or less) filter the listColumn sorting; Result per page

Buttons and actions

New ProductOpens the Add Product form (needs Write permission).

Save ProductChecks the required fields and image size, saves the item and stays on the form showing the saved item.

Back to ListReturns to the item list.

Print LabelOn the form: opens a print window with a label showing the title, barcode and barcode number. Needs a barcode value; allow pop-ups in the browser.

ViewOpens the item in read-only form.

EditOpens the item for changes (needs Write permission).

AccountingSets the item's own revenue, sales returns, trade discount, stock, cost of goods sold, purchase expense, purchase returns and price variance accounts, or leaves them on Inherit to use the category's or company's defaults.

DeleteRow menu or Delete selected (needs Delete permission): marks the item Inactive after a confirmation, so it is no longer offered.

Print labelsFor ticked items: opens the barcode label page with those items.

DownloadExports the rows shown to Excel (.xls), CSV or PDF.

Stock SummaryOpens Inventory > Stock Summary.

Good to know

Margin in the list is (sell − cost) ÷ sell × 100; it shows red below 10% and amber below 25%.

Items marked Has Batch, Has Serial or Perishable leave stock through named lots on invoices and shipments, offered earliest expiry first.

Stock is held per branch (a warehouse is a branch).

Pick an item from the India Product Master suggestions to save typing HSN, GST rate and unit.

Field	Type	What to enter
Category
NameRequired	text	Category name, for example Beverages. Must not repeat an existing category.
Code	text	2 to 30 letters, numbers and - / _ . in capitals. Leave blank for the next number (CAT-....). Unique in your company.
Parent category	lookup	Pick an active category to make this a sub-category; leave blank for a top-level category. A category cannot be its own parent.
Description	textarea	What goes in this category, up to 500 characters.
Status	toggle	Active or Inactive. Inactive categories are not offered when adding items.

Brands

Menu path: /products/brands

The brands and manufacturers you stock, used on items, filters and reports.

How to use it

Open Masters > Brands.
Click New Brand, type the brand name and click Save.
Use Edit in the row menu to change a brand.
Use Deactivate to stop offering a brand on the item form.

Fields on this screen (3)

Field	Type	What to enter
Brand
Code	text	2 to 30 letters, numbers and - / _ . in capitals. Leave blank for the next number (BRD-....). Unique in your company.
Brand nameRequired	text	For example Godrej. A hint warns as you type if the brand already exists; duplicates are refused.
Status	toggle	Active or Inactive. Only active brands appear on the item form.

Columns in the list

CodeBrandProductsStatusActions

Filters and search

Search: brandAdvanced Filters: Brand, Status, Products (between)

Buttons and actions

New BrandOpens the brand form (needs Write permission).

EditOpens the form for the row.

DeactivateRow menu or Deactivate selected (needs Delete permission): marks the brand Inactive.

DownloadExports the rows shown to Excel (.xls), CSV or PDF.

HSN / GST Setup

Menu path: /products/hsn

Your list of HSN codes (goods) and SAC codes (services) with their GST rates. Items and documents pick codes from this list.

How to use it

Open Masters > HSN / GST Setup.
Click New HSN / SAC and choose Goods (HSN) or Services (SAC).
Enter the 4 to 8 digit code and a description.
Click a GST rate button (0%, 0.25%, 3%, 5%, 12%, 18%, 28%) or type a custom rate, then save.
Use Edit or Deactivate in the row menu to change or retire a code.

Fields on this screen (5)

Field	Type	What to enter
HSN / SAC
TypeRequired	toggle	Goods (HSN) or Services (SAC).
HSN / SAC codeRequired	text	4 to 8 digits only, for example 1701. A hint warns as you type if the code already exists; duplicates are refused.
DescriptionRequired	text	What the code covers, for example Cane or beet sugar, up to 500 characters.
GST rate %Required	number	Click one of the standard rates or type your own, between 0 and 100.
Status	toggle	Active or Inactive. Inactive codes are not offered when adding items.

Columns in the list

HSN / SACDescriptionTypeGST %ProductsStatusActions

Filters and search

Search: code, description, type, GST %Advanced Filters: HSN / SAC code, Description, Type, Status, GST % (between), Products (between)

Buttons and actions

New HSN / SACOpens the form (needs Write permission).

EditOpens the form for the row.

DeactivateRow menu or Deactivate selected (needs Delete permission): marks the code Inactive.

DownloadExports the rows shown to Excel (.xls), CSV or PDF.

Good to know

When an item is saved with an HSN code not yet in this list, the code is added here automatically with the item's GST rate; edit it here if needed.

Units of Measure

Menu path: /masters/units

The units your items are counted, weighed and sold in, such as PCS, KG or BOX. Every item and document line takes its unit from this list, so a quantity always means the same thing.

How to use it

Open Masters > Units of Measure.
Click New Unit and enter the code, name and the decimals allowed in a quantity.
Click Save Unit.
Use the row menu to Edit, Park (stop offering) or Delete a unit.
Use the All, In use and Parked tabs or tiles to filter the list.

Fields on this screen (3)

Field	Type	What to enter
Unit
CodeRequired	text	The unit as it prints on documents, for example KG, PCS, BOX; up to 10 characters and unique. Lines and imports name a unit by this code.
NameRequired	text	Full name, for example Kilogram; up to 60 characters and unique.
Decimals in a quantityRequired	number	0 to 4, default 2. Use 0 for things counted whole (PCS, BOX) and 2 or 3 for weights and lengths.

Tiles and figures (4)

Units of MeasureAll units. Click to show all.

In useUnits offered on the forms. Click to show only these.

ParkedUnits no longer offered. Click to show only these.

In use on recordsUnits used by items; these can be parked but not deleted.

Columns in the list

UnitCodeDecimalsUsed byStatus (In use / Parked)Actions

Filters and search

Tabs: All, In use, ParkedSearch: name, code

Buttons and actions

New UnitOpens the unit form (needs Write permission).

EditOpens the form for the row.

Park / Bring back into usePark stops offering the unit; it stays on items that have it. Bring back into use offers it again.

DeleteDeletes a unit that nothing uses, after a confirmation.

DownloadExports the list to Excel, CSV or PDF.

Good to know

A unit used by items or saved documents cannot be deleted; park it instead.

Price Lists

Menu path: /masters/price-lists

Special prices for particular customers: a price or a discount per item, with quantity breaks, given to a customer on their master or to a whole customer category. Invoices, quotations and sales orders price their lines from the customer's list.

How to use it

Open Masters > Price Lists and click New price list.
Give it a name, optionally a customer category, a discount on everything else and validity dates, and click Save. The list's page opens.
Click Add product, choose an item, and give a list price or a discount, with a From quantity for quantity breaks. Click Save price.
Or use Fill with every product to add all active items at one discount.
Give the list to customers on the customer form (Price List field), or let it apply to the customer category you named.

Fields on this screen (14)

Field	Type	What to enter
Price list
Code	text	Up to 30 characters, unique in your company. Left blank it is numbered automatically (PL-0001).
NameRequired	text	For example Dealer, Wholesale or Festival 2026; up to 120 characters.
Description	text	Optional note, up to 300 characters.
Applies to customer category	text	Optional customer category (customer group name), with suggestions. Every customer of this category gets the list unless they have one of their own. Only one active list per category.
Discount on everything else (%)	number	0 to 100. Taken off the catalogue price for items the list does not name. 0 keeps the catalogue price.
Valid from	date	Optional start date. Before it the list is ignored.
Valid to	date	Optional end date, not before Valid from. After it the list is ignored.
Active	checkbox	Untick to switch the list off without deleting it.
Price rows
ProductRequired	lookup	Type to search your items by name or SKU. The item's catalogue price is shown once chosen.
From quantity	number	0 means any quantity. Add more rows for the same item for quantity breaks (10+, 50+). One row per item and quantity.
List price (₹)	number	The price the customer pays per unit. Leave blank to use a discount instead.
or discount (%)	number	0 to 100, taken off the catalogue price when no list price is given. A row needs either a list price or a discount.
Customer pays	number	Shown, not typed: the price that results from the list price or discount.
Fill with every product
% off	number	Discount (default 10) at which every active item not already on the list is added.

Columns in the list

CodePrice list (name, description)Applies toBlanket discountProductsCustomersValidityStatus (In force, Not yet, Expired, Off)Actions

Filters and search

Search: code, name, categoryColumn sortingOn a list's page: search by product or SKU

Buttons and actions

New price listOpens the price list form (needs Write permission).

SaveSaves the list header and opens the list's page.

Edit listOpens the header form on the list's page.

Add productOpens the price row form.

Edit (pencil) / Remove (bin)Changes a price row, or removes it after a confirmation.

FillAdds every active item not yet on the list at the discount given, after a confirmation. Items already on the list are left as they are.

DeleteDeletes the list and all its rows after a confirmation; only when no customer is given it.

ExportExports the rows shown.

All listsReturns to the price lists page.

Good to know

For a named item, the row with the highest From quantity not above the line quantity is used: its list price, or the catalogue price less its discount.

A customer's own price list takes priority over the list of their category.

To keep a list for later, untick Active instead of deleting it.

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Masters: Parties & Items: a screen-by-screen guide

Parties

Customer List

How to use it

Fields on this screen (27)

Columns in the list

Filters and search

Buttons and actions

Good to know

Supplier List

How to use it

Fields on this screen (22)

Columns in the list

Filters and search

Buttons and actions

Good to know

Customer Groups

How to use it

Fields on this screen (5)

Columns in the list

Filters and search

Buttons and actions

Good to know

Vendor Groups

How to use it

Fields on this screen (5)

Columns in the list

Filters and search

Buttons and actions

Good to know

Items

Item List

How to use it

Fields on this screen (51)

Columns in the list

Filters and search

Buttons and actions

Good to know

Categories

How to use it

Fields on this screen (5)

Columns in the list

Filters and search

Buttons and actions

Good to know

Brands

How to use it

Fields on this screen (3)

Columns in the list

Filters and search

Buttons and actions

HSN / GST Setup

How to use it

Fields on this screen (5)

Columns in the list

Filters and search

Buttons and actions

Good to know

Units of Measure

How to use it

Fields on this screen (3)

Tiles and figures (4)

Columns in the list

Filters and search

Buttons and actions

Good to know

Price Lists

How to use it

Fields on this screen (14)

Columns in the list

Filters and search

Buttons and actions

Good to know

Try it on your own business.